Pages

9/09/2012

Animal Health: Two Nano Cap Value Thoughts

Financially
sound tiny but profitable 16 million nano cap sitting on potentially valuable
animal health biotechnology. This technology is used to protect calves health
without the use of antibiotics. The
company sells its products to distributors and bovine veterinarians, as well as
directly to dairy producers.

Based in Portland,
Main and founded in 1982, "ImmuCell's purpose is to create
scientifically-proven and practical products that result in a measurable
economic impact on animal health and productivity in the dairy and beef
industries."

ICCC has a margin of safety and could be
considered a heads i win real big tails i don't lose too much. Why .. 3.06 in tangible
book value, 1.66 per share in cash.2.1 million in real estate recorded on the
books in 1992 but this is the margin of safety part. Upside is in the FDA
approval and further market roll out for their Mast Out product to
protect health of calves without the use of antibiotics coupled with existing
profitable business.

Insider purchased 2011/10

The current and potential further catalyst
was presented in detail on 08/28/12 at the Kansas City Animal Health Investment Forum.

"We are engaged in
ongoing discussions related to funding the remaining investment to bring Mast
Out® to market through a strategic partner, debt and/or equity financing,"
commented Michael F. Brigham, president and CEO.

•Remaining investment (currently estimated at
approximately $13,000,000) relates primarily to commercial manufacturing and
sales & marketing. Depending
on any partner/debt deal structure, we may also seek equity financing to fund a
substantial portion of the remaining investment.